The SWIB Podcast: Wisconsin Retirement System Insights-logo

The SWIB Podcast: Wisconsin Retirement System Insights

Business & Economics Podcasts

News and insights about the complex, prudent, and disciplined investment strategies the State of Wisconsin Investment Board has put in place to help grow and protect the assets of the Wisconsin Retirement System. Navigating today’s financial markets takes innovative thinking to design and implement investment strategies that control risk while generating reasonable returns. In a time when public pension funds across the country are struggling with issues related to underfunding, SWIB has helped fuel one of the only fully funded pension systems in the U.S. Join us as we talk about the importance of managing assets in a more challenging environment and optimizing cost over the long term on behalf of the more than 642,000 current and former state and local government employees and their families who rely on the WRS for some of their retirement security. SWIB is recognized as a premier investment organization because of its strong management of the trust funds of the WRS and several other smaller trust funds. SWIB has been successful in generating respectable returns to help ensure the WRS is able to meet its obligations today and in the future.

News and insights about the complex, prudent, and disciplined investment strategies the State of Wisconsin Investment Board has put in place to help grow and protect the assets of the Wisconsin Retirement System. Navigating today’s financial markets takes innovative thinking to design and implement investment strategies that control risk while generating reasonable returns. In a time when public pension funds across the country are struggling with issues related to underfunding, SWIB has helped fuel one of the only fully funded pension systems in the U.S. Join us as we talk about the importance of managing assets in a more challenging environment and optimizing cost over the long term on behalf of the more than 642,000 current and former state and local government employees and their families who rely on the WRS for some of their retirement security. SWIB is recognized as a premier investment organization because of its strong management of the trust funds of the WRS and several other smaller trust funds. SWIB has been successful in generating respectable returns to help ensure the WRS is able to meet its obligations today and in the future.

Location:

United States

Description:

News and insights about the complex, prudent, and disciplined investment strategies the State of Wisconsin Investment Board has put in place to help grow and protect the assets of the Wisconsin Retirement System. Navigating today’s financial markets takes innovative thinking to design and implement investment strategies that control risk while generating reasonable returns. In a time when public pension funds across the country are struggling with issues related to underfunding, SWIB has helped fuel one of the only fully funded pension systems in the U.S. Join us as we talk about the importance of managing assets in a more challenging environment and optimizing cost over the long term on behalf of the more than 642,000 current and former state and local government employees and their families who rely on the WRS for some of their retirement security. SWIB is recognized as a premier investment organization because of its strong management of the trust funds of the WRS and several other smaller trust funds. SWIB has been successful in generating respectable returns to help ensure the WRS is able to meet its obligations today and in the future.

Language:

English


Episodes

7. Managing Directors Round Table, with Edwin Denson, Brian Hellmer, and Anne-Marie Fink

3/2/2021
In 2020, the State of Wisconsin Investment Board (SWIB) remained committed to its long-term investment strategy, resulting in strong returns for the Wisconsin Retirement System (WRS), even in a challenging year. The Core Fund, the larger of the two WRS trust funds with more than $120 billion in assets, ended the year with a net return of just above 15%. The Core Fund's 5- and 10-year returns both exceeded the pension system's actuarial target. The great news for WRS participants is that...

Duration:00:31:02

6. Evolving in Challenging Markets, with Brian Hellmer

1/7/2021
Sophisticated investment strategies, forward-looking technologies, and strong internal asset management help make the State of Wisconsin Investment Board (SWIB) a leading investment organization. As a premier money manager, SWIB brings a disciplined, prudent, and innovative approach to market opportunities. But to remain a leader in the public pension industry, SWIB must continue to evolve. In this episode of The SWIB Podcast, we talk with Brian Hellmer, SWIB’s managing director of global...

Duration:00:35:49

6. Evolving in 2021's Global Financial Market, with Brian Hellmer

12/31/2020
Sophisticated investment strategies, forward-looking technologies, and strong internal asset management helps make SWIB a leading investment organization. As a premier money manager, SWIB brings a disciplined, prudent, and innovative approach to market opportunities. But to remain at the forefront of the public pension industry, SWIB must continue to evolve. In this episode of The SWIB Podcast, we interview Brian Hellmer, SWIB’s managing director of global public market strategies, about how...

Duration:00:44:48

5. Forward-Thinking Wisconsin Investments in Private Debt and Venture Capital, with Chris Prestigiacomo

11/21/2020
Wisconsin's forward-thinking culture has contributed to a history of entrepreneurs who have turned ideas into successful businesses that have become fixtures in the state. Whether it's a company headquartered in Wisconsin or a global corporation doing business in the state, the State of Wisconsin Investment Board is proud to have partnered with all types of businesses to help those companies succeed and generate returns for WRS members. In this episode of The SWIB Podcast, we explore SWIB's...

Duration:00:35:06

5. Forward-Thinking Investments in Private Debt and Venture Capital, with Chris Prestigiacomo

11/19/2020
Wisconsin is known for its forward-thinking culture, which has contributed to a long history of entrepreneurs who have turned their ideas into successful businesses, and companies that have grown to become fixtures in the state. Whether it's a small company that primarily does business in Wisconsin, or a multi-national corporation headquartered in the state but with clients spread across the globe, the State of Wisconsin Investment Board is proud to have partnered with all types of...

Duration:00:38:24

4. The "Goldilocks Zone" in SWIB's Asset Allocation Strategy, with Edwin Denson

10/22/2020
In the classic children's fairy tale, Goldilocks looks for the porridge that is not too hot and not too cold, but just right. Similarly, the investment professionals at the State of Wisconsin Investment Board have to strike just the right balance between an asset allocation that is not too risky for the system's risk sharing design, but takes enough risk to generate the returns necessary to sustain the fund over the long term. In this episode, SWIB's Managing Director of Asset & Risk...

Duration:00:24:46

3. Behind the Scenes at SWIB, with Rochelle Klaskin and Mike Jacobs

9/30/2020
Just like you can't put on a play without stage hands, the portfolio and investment managers at the State of Wisconsin Investment Board are supported by a wide variety of professionals whose behind-the-scenes work is vital to SWIB's mission of generating returns on behalf of the Wisconsin Retirement System and its members. Whether it's tracking the performance of individual investments, implementing a new investment instrument or settling a trade, the work of these skilled professionals...

Duration:00:28:04

2. Big Name Brands in the WRS Private Market Portfolio, with SWIB’s Anne-Marie Fink

8/27/2020
From Harley-Davidson to Kohl’s Corp., the Zoom meetings platform to EatStreet food delivery, from industrial warehouses in California to New York City highrises, private equity investments and the funds alpha strategy provide unique opportunities for SWIB to generate returns on behalf of the Wisconsin Retirement System and its members. In this episode, we talk to Anne-Marie Fink, SWIB’s managing director of private markets and funds alpha, to learn how the investments she oversees play an...

Duration:00:34:25

1. Navigating COVID-19's Financial Fallout, with SWIB Executive Director & CIO David Villa

7/30/2020
While other pension funds struggle with the financial implications of the COVID-19 Coronavirus pandemic and chronic under-funding, the robust Wisconsin Retirement System remains on-track to meet its obligations to retirees. This is thanks, in no small part, to the steady, thoughtful investment decisions of the State of Wisconsin Investment Board's team of financial experts. Under the leadership of Executive Director and Chief Investment Officer David Villa, the WRS has strengthened its...

Duration:00:34:31

Coming Soon - The SWIB Podcast, from the State of Wisconsin Investment Board

7/9/2020
Arriving later this summer... News and insights about the complex, prudent, and disciplined investment strategies SWIB has put in place to help grow and protect the assets of the WRS. Navigating today’s financial markets takes innovative thinking to design and implement investment strategies that control risk while generating reasonable returns. In a time when public pension funds across the country are struggling with issues related to underfunding, SWIB has helped fuel one of the only...

Duration:00:01:34